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Admin 101 - Managing Your Team's Settings

Admin 101 - Managing Your Team's Settings

Learn more about People.ai's settings and configuration options

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About this course

In this series of videos, you'll learn the basics about the settings and configuration options that control how People.ai interacts with your users, their data, and much more! 

After completing this course, you'll understand:

  • Configuration Profiles
  • CRM Settings & custom field mapping
  • API Key Management
Follow along!
  • People.ai Web Application
    • Don't forget, this is an administrator course, which means you'll need to already have administrator privileges in the People.ai web application to follow along.

Outline15 min

  • Managing Your Team's Settings
  • Configuration Profiles 3 min
  • Domains 1 min
  • CRM Mapping 2 min
  • CRM Settings 4 min
  • The Integrations Page 3 min
  • API Key Management 1 min
  • End of Course Survey
  • End of Course Survey

About this course

In this series of videos, you'll learn the basics about the settings and configuration options that control how People.ai interacts with your users, their data, and much more! 

After completing this course, you'll understand:

  • Configuration Profiles
  • CRM Settings & custom field mapping
  • API Key Management
Follow along!
  • People.ai Web Application
    • Don't forget, this is an administrator course, which means you'll need to already have administrator privileges in the People.ai web application to follow along.

Outline15 min

  • Managing Your Team's Settings
  • Configuration Profiles 3 min
  • Domains 1 min
  • CRM Mapping 2 min
  • CRM Settings 4 min
  • The Integrations Page 3 min
  • API Key Management 1 min
  • End of Course Survey
  • End of Course Survey